See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,931 | $209,411-11.7% | $178,490+3.6% | $158,922+16.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.77% | 188.75%-171.0pp | 151.07%-133.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $4,245 | $5,706-25.6% | $5,011-15.3% | $4,761-10.8% |
| Participant deferral / active EE | $2,739 | $5,954-54.0% | $5,202-47.3% | $5,982-54.2% |
| Admin fee / account holder | $5,813 | $17,074-66.0% | $13,984-58.4% | $11,246-48.3% |